Scheduling›Saved Calendar Filters

Saved Calendar Filters

Overview

Calendar filters allow viewing only the necessary information on a calendar. Filter selections can be saved and named for quick reuse. This function is turned on by request; contact Ankota support to enable it.

Saving a Filter

Once the save-as filter function is enabled:

  1. Go to the calendar you prefer to work on.
  2. Click the arrow to open the filtering functions.
  3. Adjust the filters to the desired settings.
  4. Name the filter in the top right.
  5. Click Save As.

Note: Be sure to type in the filter name before clicking Save As.

The Schedule Board filter panel displays various filtering options including Caregiver Role, Visit Status, Visit Type, City, and Skill Categories on the left side, with additional filters for Hoyer lift/Overnights, CPR/Overnights, Zone, County, Agency, and Postal Code across the center and right. A "Set filter name" text field in the upper right corner must be populated before clicking the "Save As" button to save the current filter configuration.

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